Account Manager

Overview

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

Job Summary

Account Managers perform routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account managers apply the principles of insurance to everyday situations, perform routine responsibilities, and can develop coverage strategies and plans.

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures, including but not limited to:
• Service accounts, including account transactions such as quote and issue policies, , proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Develop coverage strategies and plans as necessary.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in the agency management system (Applied Systems / EPIC).
• Document all activities in the agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download and interface technology.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies for mutual clients.
• Keep Producers informed of all important activities on their accounts, including being sensitive to potential problems and informing management.
• Keep current with industry trends, including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers and policy provisions.
• Complete other functions and assignments as assigned, including back-up duties.
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

• Active Property & Casualty License Required. Construction experience is a plus.
• Strong organizational skills with the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook and Excel.
• Excellent verbal and written communication skills and strong interpersonal skills.
• Mathematical skills: ability to calculate figures such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning skills: ability to solve practical problems and interpret a variety of instructions and data.
• Applied Systems / EPIC experience is a plus.
• Knowledge of insurance principles applied to everyday situations.

• High School diploma required;
  Associate Degree or higher preferred.
• Minimum of 2 years of experience in commercial lines.
• CPCU or special training course completion is a plus.

The base compensation range for this position is $90,000 - $125,000. This range reflects Acrisure’s good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital, UPMC Children’s Hospital and Blythedale Children’s Hospital.

• Physical…